Scott’s Approach
Scott M. Wintersteen
CFA®, CPA
Financial Advisor
Overview
Scott Wintersteen serves as a financial advisor in Savant’s Lincolnshire, Illinois, office. A Chartered Financial Analyst® (CFA®) and Certified Public Accountant (CPA), he has worked in the financial services industry since 2006. He joined Savant after building a corporate finance career focused on Treasury operations, including foreign exchange and commodity management, pension investments, insurance, and banking across major food and industrial companies.
Scott began his path in finance after earning a bachelor’s degree in accounting from Purdue University. He maintains active membership with the CFA Society of Chicago.
Away from work, Scott enjoys golfing, skeet and trap shooting, traveling, and cheering on Purdue and Chicago sports teams. He lives in Glen Ellyn, Illinois, with his wife Erin and their two sons.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Purdue University
Bachelor of Science in Accounting
Professional Designations
- Chartered Financial Analyst®
- Certified Public Accountant
Affiliations
- CFA Society of Chicago – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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